RWA
SAR icon

Redhawk Wealth Advisors’s Saratoga Investment SAR Stock Holding History

Redhawk Wealth Advisors’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,356
Closed -$984K – 385
2025
Q3 		$984K Buy
40,356
+6,264
+18% +$156K 0.11% 164
2025
Q2 		$845K Buy
+34,092
New +$823K 0.11% 169

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Redhawk Wealth Advisors's SAR Position: Q4 2025 in Review

Redhawk Wealth Advisors sold out of Saratoga Investment (SAR) in Q4 2025, closing a stake of 40,356 shares — an estimated $984K sold.

Redhawk Wealth Advisors first reported a position in SAR in Q2 2025 and held it in 2 quarters. The position peaked at $984K in Q3 2025. 71 funds tracked by Wall St. Rank hold SAR as of Q4 2025.

  • Redhawk Wealth Advisors reported no remaining Saratoga Investment position as of Q4 2025 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 40,356 Saratoga Investment shares in Q4 2025, an estimated $984K.
  • Redhawk Wealth Advisors first reported a position in Saratoga Investment in Q2 2025 and held it in 2 quarters.
  • Redhawk Wealth Advisors's Saratoga Investment position peaked at $984K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2025.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.